Public Publication Content
Q1 2019 quarterly asset allocation update
Fed's Financial Accounts report suggests households, foreigners, and institutions continue to be overweight stocks while underweight cash. This supports the argument that this bull market is in the mature phase, and future stock returns may be lower. This has been offset by heavy corporate buying, which has continued to propel the market.Ned Davis Research | Ned's Insights | Institutional Hotline | 3X Weekly
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